Climate CEOs: Scaling Startups

Impact Investing with $8 Billion Under Advisement — Nick Flores, Managing Director at Caprock


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⭐ My guest today is Nick Flores, Managing Director at Caprock, a multi-family office and founding B Corporation with $8B of assets under management and a rigorous approach to impact investing.

In addition, Nick is the former:

  • Director of Investment & Entrepreneur Services for Investors’ Circle
  • Manager of the Capital Access Program at Green for All
  • 🎙️ In this episode, we talked about:

    - Their work helping 266 families invest $8B across six asset classes

    - How they select fund managers to invest in

    - His origins outside of the world of wealth and how that affects his investment outlook

    - What impact intentionality means

    - The misconception that impact investing means below-market returns

    - What a theory of change is all about

    - The biggest gaps in impact investment fund managers across asset classes

    - Advice he would give his younger self

    - His love of stoicism

    - Tools he uses to speed up his typing

    - Recommended books

    - And lots more

    🙏 Hope you enjoy it!

    📣 And please give Nick and Caprock a shout-out on LinkedIn, Slack, or Twitter by sharing this podcast with your people.

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    Climate CEOs: Scaling StartupsBy Dr. Chris Wedding — Climate Tech CEO Coach | CEO @ EFI

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